efile Public Visual Render
ObjectId: 202133169349103588 - Submission: 2021-11-12
TIN: 13-7106277
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
20
Open to Public Inspection
For calendar year 2020, or tax year beginning
01-01-2020
, and ending
12-31-2020
Name of foundation
THE SEXTON FAMILY FOUNDATION
C/O O GRIFFITH SEXTON
% O GRIFFITH SEXTON
Number and street (or P.O. box number if mail is not delivered to street address)
410 COCONUT PALM ROAD
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VERO BEACH
,
FL
32963
A Employer identification number
13-7106277
B
Telephone number (see instructions)
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
15,553,645
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
1,474,950
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
257,324
257,324
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
1,177,064
b
Gross sales price for all assets on line 6a
1,638,402
7
Capital gain net income (from Part IV, line 2)
...
1,177,064
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
21,560
12
Total.
Add lines 1 through 11
........
2,930,898
1,434,388
13
Compensation of officers, directors, trustees, etc.
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
11,550
2,887
0
8,663
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
55,681
1,725
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
67,231
4,612
0
8,663
25
Contributions, gifts, grants paid
.......
507,000
507,000
26
Total expenses and disbursements.
Add lines 24 and 25
574,231
4,612
0
515,663
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
2,356,667
b
Net investment income
(if negative, enter -0-)
1,429,776
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2020)
Page 2
Form 990-PF (2020)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
1,346,318
236,230
236,230
3
Accounts receivable
5,706
Less: allowance for doubtful accounts
1,407
5,706
5,706
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
4,126,199
6,200,900
15,311,709
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
5,473,924
6,442,836
15,553,645
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
5,473,924
6,442,836
29
Total net assets or fund balances
(see instructions)
.....
5,473,924
6,442,836
30
Total liabilities and net assets/fund balances
(see instructions)
.
5,473,924
6,442,836
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
5,473,924
2
Enter amount from Part I, line 27a
.....................
2
2,356,667
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
7,830,591
5
Decreases not included in line 2 (itemize)
5
1,387,755
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
6,442,836
Form
990-PF
(2020)
Page 3
Form 990-PF (2020)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
3,790.751 SHS VNGRD INFL PRO SECS ADML
2020-02-18
b
3,698.225 SHS VNGRD SMCP IDX ADML
2012-12-21
2020-02-18
c
1,022.122 SHS VNGRD TTL STK MKT ADML
2020-02-19
d
537.057 SHS VNGRD TTL STK MKT ADML
2020-12-18
e
4,197.146 SHS VNGRD TTL STK MKT I
2020-02-18
2,122.692 SHS VNGRD TTL STK MKT I
2020-12-18
10,000 SHS MORGAN STANLEY
2020-02-18
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
100,000
106,161
-6,161
b
300,000
143,121
156,879
c
85,644
31,020
54,624
d
50,596
16,306
34,290
e
350,000
109,290
240,710
200,000
55,273
144,727
550,709
167
550,542
1,453
1,453
1,453
1,453
1,453
1,453
1,453
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
-6,161
b
156,879
c
54,624
d
34,290
e
240,710
144,727
550,542
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
1,177,064
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1
Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved
...........................
2
3
Reserved
...........................
3
4
Reserved
...........................
4
5
Reserved
...........................
5
6
Reserved
...........................
6
7
Reserved
...........................
7
8
Reserved
,..........................
8
Form
990-PF
(2020)
Page 4
Form 990-PF (2020)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Reserved
................................
1
19,874
c
All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
3
Add lines 1 and 2
...........................
3
19,874
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
19,874
6
Credits/Payments:
a
2020 estimated tax payments and 2019 overpayment credited to 2020
6a
23,956
b
Exempt foreign organizations—tax withheld at source
......
6b
0
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
10,000
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
33,956
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
14,082
11
Enter the amount of line 10 to be:
Credited to 2021 estimated tax
14,082
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
CT
,
FL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
Yes
Form
990-PF
(2020)
Page 5
Form 990-PF (2020)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
14
The books are in care of
O GRIFFITH SEXTON
Telephone no.
(206) 275-4600
Located at
410 COCONUT PALM ROAD
VERO BEACH
FL
ZIP+4
32963
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2020?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2020?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2020 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2020.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
4b
No
Form
990-PF
(2020)
Page 6
Form 990-PF (2020)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
O GRIFFITH SEXTON
TRUSTEE
1.0
0
0
0
410 COCONUT PALM ROAD
VERO BEACH
,
FL
32963
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
Total
number of other employees paid over $50,000
...................
Form
990-PF
(2020)
Page 7
Form 990-PF (2020)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
Total
number of others receiving over $50,000 for professional services
.............
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2020)
Page 8
Form 990-PF (2020)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
11,993,463
b
Average of monthly cash balances
.......................
1b
412,627
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
12,406,090
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
12,406,090
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
186,091
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
12,219,999
6
Minimum investment return.
Enter 5% of line 5
..................
6
611,000
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
611,000
2a
Tax on investment income for 2020 from Part VI, line 5
......
2a
19,874
b
Income tax for 2020. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
19,874
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
591,126
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
591,126
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
591,126
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
515,663
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
515,663
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
515,663
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2020)
Page 9
Form 990-PF (2020)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2019
(c)
2019
(d)
2020
1
Distributable amount for 2020 from Part XI, line 7
591,126
2
Undistributed income, if any, as of the end of 2020:
a
Enter amount for 2019 only
.......
0
b
Total for prior years:
2018
,
2017
,
2016
0
3
Excess distributions carryover, if any, to 2020:
a
From 2015
......
45,872
b
From 2016
......
c
From 2017
......
31,224
d
From 2018
......
18,320
e
From 2019
......
66,022
f
Total
of lines 3a through e
........
161,438
4
Qualifying distributions for 2020 from Part
XII, line 4:
$
515,663
a
Applied to 2019, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
d
Applied to 2020 distributable amount
.....
515,663
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2020.
75,463
75,463
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
85,975
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2019. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2020. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2021
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
8
Excess distributions carryover from 2015 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2021.
Subtract lines 7 and 8 from line 6a
......
85,975
10
Analysis of line 9:
a
Excess from 2016
....
b
Excess from 2017
....
1,633
c
Excess from 2018
....
18,320
d
Excess from 2019
....
66,022
e
Excess from 2020
....
Form
990-PF
(2020)
Page 10
Form 990-PF (2020)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2020, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2020
(b)
2019
(c)
2018
(d)
2017
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
O GRIFFITH SEXTON
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NA
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2020)
Page 11
Form 990-PF (2020)
Page
11
Part XV
Supplementary Information
(continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
BOYS AND GIRLS CLUB OF INDIAN RIVER COUNTY
1729 17TH AVE
VERO BEACH
,
FL
32960
NONE
PC
CHARITABLE CONTRIBUTION - provide a safe, structured and positive environment for young people after school, during holidays and summer vacation.
5,000
CAMP BOGGY CREEK
30500 BRANTLEY BRANCH ROAD
EUSTIS
,
FL
32736
NONE
PC
CHARITABLE CONTRIBUTION - SUPPORT A YEAR ROUND CAMP SERVING SERIOUSLY ILL CHILDREN
10,000
DEERFIELD ACADEMY
7 BOYDEN LANE
DEERFIELD
,
MA
01342
NONE
PC
CHARITABLE CONTRIBUTION - SUPPORT FOR FOUR YEAR COLLEGE - PREPARATORY SCHOOL SERVICES SCHOLARSHIPS
5,000
UNITED WAY OF GREENWICH
1 LAFAYETTE COURT
GREENWICH
,
CT
06830
NONE
PC
CHARITABLE CONTRIBUTION - HELP RESOLVE PRESSING COMMUNITY EDUCATION, INCOME AND HEALTH ISSUES
12,000
GREENWICH HOSPITAL FOUNDATION
5 PERRYRIDGE ROAD
GREENWICH
,
CT
068304697
NONE
PC
CHARITABLE CONTRIBUTION - MEET CHANGING COMMUNITY HEALTHCARE NEEDS.
1,000
PRINCETON UNIVERSITY
BOX 46
PRINCETON
,
NJ
085440046
NONE
PC
CHARITABLE CONTRIBUTION - SUPPORT FOR SCHOOL SERVICES AND SCHOLARSHIPS
1,000
COTTAGE 1886 FOUNDATION INC
51 PROSPECT AVENUE
PRINCETON
,
NJ
08540
NONE
PC
CHARITABLE CONTRIBUTION - FOSTER, PROMOTE AND SUPPORT THE EDUCATIONAL, CULTURAL & OTHER CHARITABLE ACTIVITIES OF THE UNIVERSITY COTTAGE CLUB
2,500
AMERICAN BATTLEFIELD TRUST
1140 PROFESSIONAL COURT
HAGERSTOWN
,
MD
21740
NONE
PC
CHARITABLE CONTRIBUTION - devoted to the preservation of our nation's endangered battlegrounds.
2,500
GREENWICH EMERGENCY MEDICAL SERVICES
1111 EAST PUTNAM AVENUE
RIVERSIDE
,
CT
06878
NONE
PC
CHARITABLE CONTRIBUTION - SUPPORT ADVANCED LIFE SUPPORT MEDICAL CARE
1,000
STANFORD GRADUATE SCHOOL OF BUSINESS
655 KNIGHT WAY
STANFORD
,
CA
94305
NONE
PC
CHARITABLE CONTRIBUTION - SUPPORT FOR SCHOOL SERVICES AND SCHOLARSHIPS
10,000
DENISON ANNUAL FUND
100 SOUTH ROAD
GRANVILLE
,
OH
43023
NONE
PC
CHARITABLE CONTRIBUTION - SCHOLARSHIP FUNDING, SUPPORT FOR EDUCATIONAL SERVICES
3,000
EAST HARLEM SCHOOL
340 EAST 104TH STREET
NEW YORK
,
NY
10029
NONE
PC
CHARITABLE CONTRIBUTION - EDUCATIONAL SUPPORT SERVICES FOR LOW INCOME FAMILIES
3,500
BOYS AND GIRLS CLUB OF GREENWICH
4 HORSENECK LANE
GREENWICH
,
CT
06830
NONE
PC
CHARITABLE CONTRIBUTION - providing high-quality educational programs, building a sense of character and citizenship, maintaining diversity, and offering kids a safe, nurturing, and affordable environment
2,500
ECKERD COLLEGE
4200 54TH AVENUE SOUTH
ST PETERSBURG
,
FL
33711
NONE
PC
CHARITABLE CONTRIBUTION - SUPPORT FOR SCHOOL SERVICES AND SCHOLARSHIPS
5,000
JONES FOUNDATION FOR REPRODUCTIVE MEDICINE
601 COLLEY AVENUE
NORFOLK
,
VA
23507
NONE
PC
CHARITABLE CONTRIBUTION - Assisted Reproductive Technology Research
5,000
REACH
1027 Farmington Ave
FARMINGTON
,
CT
06032
NONE
PC
CHARITABLE CONTRIBUTION - assist in Employment, Education and Housing Opportunities for low income families
5,000
NORWALK COMMUNITY COLLEGE FOUNDATION
188 RICHARDS AVENUE
NORWALK
,
CT
068541655
NONE
PC
CHARITABLE CONTRIBUTION - SUPPORT FOR SCHOOL SERVICES AND SCHOLARSHIPS
2,500
ADOPT-A-DOG
62 BOWMAN AVENUE
RYE BROOK
,
NY
10573
NONE
PC
CHARITABLE CONTRIBUTION - SUPPORT ADOPTION AND PROMOTE WELFARE OF ANIMALS
2,000
GUIDING EYES FOR THE BLIND
611 GRANITE SPRINGS ROAD
YORKTOWN HEIGHTS
,
NY
10598
NONE
PC
CHARITABLE CONTRIBUTION - training guide dogs to lead the blind and visually impaired
2,500
BUCKNELL UNIVERSITY
MOORE AVENUE
LEWISBURG
,
PA
17837
NONE
PC
CHARITABLE CONTRIBUTION - SUPPORT FOR SCHOOL SERVICES AND SCHOLARSHIPS
5,000
SALVATION ARMY
170 NORTH REGENET STREET
PORT CHESTER
,
NY
10573
NONE
PC
CHARITABLE CONTRIBUTION - bring assistance to the poor, destitute and hungry
2,500
INDIAN RIVER SHORES FOP LODGE NO 79
242 OFFICE PLAZA
TALLAHASSEE
,
FL
32301
NONE
PC
CHARITABLE CONTRIBUTION - used to supplement the officers medical and educational expenses.
250
INDIAN RIVER COMMUNITY FOUNDATION
4625 HIGHWAY A1A
VERO BEACH
,
FL
32963
NONE
PC
CHARITABLE CONTRIBUTION - build a stronger community through donor-driven philanthropy.
5,000
INDIAN RIVER COUNTY VOLUNTEER AMBULANCE SQUAD
3401 INDIAN RIVER DR E
VERO BEACH
,
FL
32963
NONE
PC
CHARITABLE CONTRIBUTION - provide free non-emergency transportation for ambulatory and wheelchair passengers
250
SMILE TRAIN
41 MADISON AVE 28TH FLOOR
NEW YORK
,
NY
10010
NONE
PC
CHARITABLE CONTRIBUTION - provides free cleft surgery to poor children in developing countries.
1,500
JOHN'S ISLAND FOUNDATION
3055 CARDINAL DRIVE
VERO BEACH
,
FL
32963
NONE
PC
CHARITABLE CONTRIBUTION - raises funds from the John's Island community for the purpose of making grants for capital needs and special projects
5,000
HIBISCUS CHILDREN'S CENTER
2400 NE DIXIE HWY
JENSEN BEACH
,
FL
349575949
NONE
PC
CHARITABLE CONTRIBUTION - To rebuild and repair the lives of abused and neglected children
2,500
PETER MICHAEL FOUNDATION
1 GATE SIX ROAD BUILDING B SUITE 2
SAUSALITO
,
CA
94965
NONE
PC
CHARITABLE CONTRIBUTION - discover and underwrite the most promising tools and technologies for the identification, treatment and management of prostate cancer
3,500
VNA FOUNDATION
20 N WACKER DR SUITE 3118
CHICAGO
,
IL
60606
NONE
PC
CHARITABLE CONTRIBUTION - helping the medically underserved in the Chicago metropolitan area.
500
FIBROLAMELLAR CANCER FOUNDATION
20 Horseneck Lane 2nd Floor
GREENWICH
,
CT
06830
NONE
PC
CHARITABLE CONTRIBUTION - Find a cure and treatment options of FIBROLAMELLAR CANCER
25,000
USO
PO BOX 96860
WASHINGTON
,
DC
200906860
NONE
PC
CHARITABLE CONTRIBUTION - provide services to lift the spirits of Americas troops and their families
1,000
INDIAN RIVER LAND TRUST
80 ROYAL PALM POINTE SUITE 301
VERO BEACH
,
FL
32960
NONE
PC
CHARITABLE CONTRIBUTION - promote the preservation, conservation and improvement of Indian River County's natural resources and special places for the benefit of the general public and future generations.
2,500
LEARNING ALLIANCE
PO BOX 643446
VERO BEACH
,
FL
32964
NONE
PC
CHARITABLE CONTRIBUTION - delivering the latest advances in science-based education techniques to area teachers
7,500
VIETNAM VETERANS MEMORIAL FUND
DISTRICT OF COLUMBIA
WASHINGTON DC
,
DC
20024
NONE
PC
CHARITABLE CONTRIBUTION - supporting the place of healing for those affected by the Vietnam war
1,000
SPECIAL OPERATIONS FUND
901 NORTH STUART STREET
ARLINGTON
,
VA
22203
NONE
PC
CHARITABLE CONTRIBUTION - PROVIDES ESSENTIAL SUPPORT TO THOSE WHO ARE SERVING OUR COUNTRY IN SENSITIVE MISSIONS AROUND THE WORLD.
15,000
DANNY & RON'S RESCUE
PO BOX 604
CAMDEN
,
FL
29021
NONE
PC
CHARITABLE CONTRIBUTION - SUPPORT ADOPTION OF PET ANIMALS.
10,000
FISHER HOUSE FOUNDATION
111 ROCKVILLE PIKE SUITE 420
ROCKVILLE
,
MD
20850
NONE
PC
CHARITABLE CONTRIBUTION - PROVIDE HOUSING TO FAMILIES OF RECOVERING MILITARY MEN AND WOMEN.
20,000
PEACE TREES VIETNAM
1301 5TH AVE SUITE 2500
SEATTLE
,
WA
98101
NONE
PC
CHARITABLE CONTRIBUTION - SPONSOR MINE RISK EDUCATION, SURVIVOR ASSISTANCE, CITIZEN DIPLOMACY TRIPS.
5,000
REEF RELIEF
PO BOX 430
KEY WEST
,
FL
33041
NONE
PC
CHARITABLE CONTRIBUTION - Improve and protect coral reef ecosystem.
4,000
UNITED WAY OF INDIAN RIVER COUNTY
PO BOX 1960
VERO BEACH
,
FL
32961
NONE
PC
CHARITABLE CONTRIBUTION - HELP RESOLVING PRESSING COMMUNITY EDUCATION, INCOME AND HEALTH ISSUES.
25,000
YEAR UP
45 MILK ST 9TH FL
BOSTON
,
MA
02109
NONE
PC
CHARITABLE CONTRIBUTION - Close the opportunity divide by providing urban young adults with skills, experience, and support.
5,000
BLUEPATH SERVICE DOGS INC
8 COUNTRY CLUB ROAD
HOPEWELL JUNCTION
,
NY
12533
NONE
PC
CHARITABLE CONTRIBUTION - Provide service dogs to individuals with autism, offering safety, companionship and opportunities for independence.
25,000
CORAL RESTORATION FOUNDATION INC
5 SEAGATE BOULEVARD
KEY LARGO
,
FL
33037
NONE
PC
CHARITABLE CONTRIBUTION - Work to restore coral reefs, educate other on the importance of oceans, and use science to further research and monitoring techniques
5,000
FLORIDA KEYS LAND & SEA TRUST INC
5550 OVERSEAS HIGHWAY
MARATHON
,
FL
33050
NONE
PC
CHARITABLE CONTRIBUTION - PRESERVE THE NATURAL ENVIRONMENT OF THE FLORIDA KEYS AND TO ENCOURAGE AND SPONSOR PUBLIC PARTICIPATION AND EDUCATION.
5,000
MONROE COUNTY EDUCATION FOUNDATION INC
241 TRUMBO ROAD
KEY WEST
,
FL
33040
NONE
PC
CHARITABLE CONTRIBUTION - Aid, supplement, improve, enhance, and complement activities of the public school system.
3,000
MOTE MARINE LABORATORY INC
1600 KEN THOMPSON PARKWAY
SARASOTA
,
FL
34236
NONE
PC
CHARITABLE CONTRIBUTION - Advance the science of the sea through research, education, and outreach.
5,000
ROBIN HOOD FOUNDATION
111 BROADWAY
NEW YORK
,
NY
10006
NONE
PC
CHARITABLE CONTRIBUTION - Alleviate problems caused by poverty.
1,000
CONSERVATION INTERNATIONAL FOUNDATION
2011 CRYSTAL DR NO 500
ARLINGTON
,
VA
22202
NONE
PC
CHARITABLE CONTRIBUTION - TO ENSURE A HEALTHY AND PRODUCTIVE PLANET FOR EVERYONE ON EARTH
5,000
EXPONENT PHILANTHOROPY -ASSOC OF SMALL FOUNDATIONS
1720 N STREET NW
WASHINGTON
,
DC
20036
NONE
PC
CHARITABLE CONTRIBUTION - TO BUILD AND STRENGTHEN SMALL-STAFF PHILANTHROPY
750
HOSPITAL FOR SPECIAL SURGERY
535 EAST 70TH ST
NEW YORK
,
NY
10021
NONE
PC
CHARITABLE CONTRIBUTION - TO PROVIDE THE HIGHEST QUALITY PATIENT CARE, IMPROVE MOBILITY AND ENHANCE THE QUALITY OF LIFE FOR ALL AND ADVANCE THE SCIENCE OF ORTHOPEDIC SURGERY, RHEUMATOLOGY AND THEIR RELATED DISCIPLINES
1,000
LEWA WILDLIFE CONSERVANCY USA
PO BOX 4449
NEW YORK
,
NY
10163
NONE
PC
CHARITABLE CONTRIBUTION - CONSERVATION OF WILDLIFE AND ITS HABITAT
5,000
MARATHON WILD BIRD CENTER INC
PO BOX 501328
MARATHON
,
FL
33050
NONE
PC
CHARITABLE CONTRIBUTION - TO RESCUE, REHABILITATE AND RELEASE NATION AND MIGRATORY WILD BIRDS
2,500
UNITED WAY OF THE FLORIDA KEYS INC
PO BOX 2143
KEY WEST
,
FL
33045
NONE
PC
CHARITABLE CONTRIBUTION - TO BUILD AND SUPPORT STRONG WORKING FAMILIES BY PROVIDING FINANCIAL SUPPORT TO LOCAL NON-PROFIT ORGANIZATION THAT PROVIDE CRITICAL SERVICES TO THOSE IN NEED FROM FOOD PANTRIES TO SHELTERS.
5,000
WOMANKIND INC
1511 TRUMAN AVENUE
KEY WEST
,
FL
33040
NONE
PC
CHARITABLE CONTRIBUTION - FAMILY PLANNING AND PRIMARY HEALTH CARE TO PEOPLE OF ALL INCOME LEVELS
2,000
DOCTORS WITHOUT BORDERS
333 7TH AVENUE
NEW YORK
,
NY
10001
NONE
PC
CHARITABLE CONTRIBUTION - HELP PEOPLE WORLDWIDE WHERE THE NEED IS GREATEST, DELIVERING EMERGENCY MEDICAL AID TO PEOPLE AFFECTED BY CONFLICT, EPIDEMICS, DISASTERS OR EXCLUSION FROM HEALTH CARE
7,500
DOLPHIN RESEARCH CENTER INC
58901 OVERSEAS HIGHWAY
GRASSY KEY
,
FL
330506019
NONE
PC
CHARITABLE CONTRIBUTION - PROMOTE THE PEACEFUL COEXISTENCE, COOPERATION AND COMMUNICATION BETWEEN MARINE MAMMALS AND HUMANS THROUGH EDUCATION AND RESEARCH
5,000
WESLEY HOUSE FAMILY SERVICES INC
1304 TRUMAN AVE
KEY WEST
,
FL
33040
NONE
PC
CHARITABLE CONTRIBUTION - PROMOTE AND ENHANCE SAFETY, WELL-BEING AND DEVELOPMENT OF CHILDREN
5,000
HABITAT FOR HUMANITY OF THE MIDDLE KEYS INC
8055 OVERSEAS HIGHWAY
MARATHON
,
FL
33050
NONE
PC
CHARITABLE CONTRIBUTION - TO BUILD AND PROVIDE AFFORDABLE HOUSING TO LOW INCOME FAMILIES LOCATED IN THE FLORIDA KEYS AND TO ASSIST HABITAT FOR HUMANITY INTERINATIONAL IN ITS MISSION
2,000
THE JACK STRONG FOUNDATION INC
PO BOX 395
BRIDGEPORT
,
WV
26330
NONE
PC
CHARITABLE CONTRIBUTION - PROVIDE FINANCIAL SUPPORT TO FAMILIES THAT HAVE CHILDREN IMPACTED BY CHILDHOOD CANCER
1,000
KEVIN BABINGTON FOUNDATION
2402 PLAYERS COURT
WELLINGTON
,
FL
33414
NONE
PC
CHARITABLE CONTRIBUTION - DEDICATED TO ENSURING A SAFE AND REWARDING EXPERIENCE ON HORSEBACK AND REDUCING THE RISK OF SPINAL INJURIES
10,000
VERO BEACH VOLUNTEER FIRE DEPARTMENT
PO BOX 2222
VERO BEACH
,
FL
32961
NONE
PC
CHARITABLE CONTRIBUTION - PROVIDE ASSISTANCE TO FIREFIGHTERS' FAMILIES AND OTHER CHARITABLE ORGANIZATIONS IN THE COMMUNITY
250
CAMELOT EQUESTRIAN PARK FOUNDATION
PO BOX 7804
CHICO
,
CA
95927
NONE
PC
CHARITABLE CONTRIBUTION - TO ASSIST THOSE WHO LOVE, RIDE, AND COMPETE WITH HORSES. THE ORGANIZATION PROMOTES COMPETITION IN EQUESTRIAN SPORTS.
2,500
COOKE FOUNDATION FOR SPECIAL EDUCATION
475 RIVERSIDE DRIVE SUITE 730
NEW YORK
,
NY
101150797
NONE
PC
CHARITABLE CONTRIBUTION - OFFER SPECIAL EDUCATION, CONSULTING AND TRAINING SERVICES FOR STUDENTS
20,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUE
NEW YORK
,
NY
10021
NONE
PC
CHARITABLE CONTRIBUTION - SUPPORT FOR CANCER TREATMENT AND RESEARCH
2,500
ADVANCING NATIVE MISSIONS
PO BOX 5303
CHARLOTTESVILLE
,
VA
22905
NONE
PC
CHARITABLE CONTRIBUTION - HELP NATIVE MISSIONARIES
20,000
FLORIDA KEYS COMMUNITY CENTER INC
59300 OVERSEAS HWY
MARATHON
,
FL
33050
PRESIDENT
PC
CHARITABLE CONTRIBUTION - TO PROVIDE EDUCATIONAL AND CHARITABLE PROGRAMS FOR THE ARTS AND TO PROMOTE ENVIRONMENTAL SUSTAINABILITY THROUGH OUT THE COMMUNITY
100,000
CURESEARCH FOR CHILDREN'S CANCER
4400 EAST WEST HIGHWAY SUITE 6000
BETHESDA
,
MD
20814
NONE
PC
CHARITABLE CONTRIBUTION - CHILDREN'S CANCER RESERACH
15,000
DAVID SHELDRICK WILDLIFE TRUST USA INC
25283 CABOT ROAD NO 101
LAGUNA HILLS
,
CA
92653
NONE
PC
CHARITABLE CONTRIBUTION - TO PROVIDE FINANCIAL SUPPORT TO PROGRAMS WHICH SPECIALIZE IN WILDLIFE PRESERVATION
5,000
HIDDEN HARBOR MARINE ENVIRONMENTAL PROJECT INC
2396 OVERSEAS HIGHWAY
MARATHON
,
FL
33050
NONE
PC
CHARITABLE CONTRIBUTION - TO CARE FOR WILDLIFE IN THE FLORIDA KEYS
3,000
BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC
6855 RED ROAD STE 600
CORAL GABLES
,
FL
33143
NONE
PC
CHARITABLE CONTRIBUTION - TO IMPROVE THE HEALTH AND WELL-BEING OF INDIVIDUALS, AND TO IMPROVE THE SANCTITY AND PRESERVATION OF LIFE
10,000
THE CLEVELAND CLINIC FOUNDATION
6801 BRECKSVILLE RD RK1-85
INDEPENDENCE
,
OH
44131
NONE
PC
CHARITABLE CONTRIBUTION - TO PROVIDE PATIENT CARE, RESEARCH AND EDUCATION
5,000
Total
.................................
3a
507,000
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2020)
Page 12
Form 990-PF (2020)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
257,324
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
1,177,064
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
EXCISE TAX REFUND
01
10,956
b
NONDIVIDEND DISTRIBUTIONS
01
10,604
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
1,455,948
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,455,948
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2020)
Page 13
Form 990-PF (2020)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
2021-11-11
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
DARCY A LOUGHRAN
Preparer's Signature
Date
2021-11-11
Check if self-
employed
PTIN
P00429203
Firm's name
FRANKEL LOUGHRAN STARR VALLONELLPWA
Firm's EIN
Firm's address
7900 SE 28TH STREET SUITE 226
MERCER ISLAND
,
WA
98040
Phone no.
(206) 275-4600
Form
990-PF
(2020)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description